Ciena Corp (CIEN)
Optical networking systems and software for data center interconnects.
- Ticker: CIEN
- Sector: networking (optical)
- DC exposure tier: high
Ciena Corp (CIEN) is a high-exposure name in the data-center supply chain in the networking sector. Data Center Index tracks Ciena Corp's capex history, project wins, and supplier exposure across the AI infrastructure buildout — refreshed daily from SEC filings and project announcements.
Data center exposure rationale
Data-center interconnect and cloud routing tie ~50% of revenue to hyperscalers; mgmt frames DCI as the demand engine in recent quarters.
Tracked Ciena Corp data center projects
- Microsoft Fairwater Wisconsin — 3.3 GW, Mount Pleasant, WI · operational
- Meta Prometheus — 1.1 GW, New Albany, OH · operational
- Azure Northern Virginia — 1.0 GW, Northern Virginia, VA · operational
- AWS Northern Virginia — 770 MW, Loudoun County, VA · under construction
- Google Omaha — 474 MW, Omaha, NE · operational